See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,877 | $167,484-38.0% | $151,611-31.5% | $134,475-22.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.45% | 7.80%-0.4pp | 3.33%+4.1pp | 417.96%-410.5pp |
| Employer contribution / active EE | $922 | $6,829-86.5% | $6,166-85.1% | $4,740-80.6% |
| Participant deferral / active EE | $2,410 | $8,986-73.2% | $8,363-71.2% | $6,400-62.3% |
| Admin fee / account holder | $907 | $13,783-93.4% | $11,616-92.2% | $11,426-92.1% |